VANGUARD SCOTTSDALE FDS

Ticker: VGIT CUSIP: 92206C706 Class: ETF

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 32,480 Value ($000) $1,947 Avg Close — Range —
Q3 2025
Shares 33,275 Value ($000) $1,997 Avg Close — Range —
Q2 2025
Shares 32,503 Value ($000) $1,944 Avg Close — Range —
Q1 2025
Shares 35,089 Value ($000) $2,084 Avg Close — Range —
Q4 2024
Shares 36,273 Value ($000) $2,104 Avg Close — Range —
Q3 2024
Shares 37,100 Value ($000) $2,242 Avg Close — Range —
Q2 2024
Shares 41,993 Value ($000) $2,445 Avg Close — Range —
Q1 2024
Shares 47,496 Value ($000) $2,781 Avg Close — Range —
Q4 2023
Shares 49,197 Value ($000) $2,918 Avg Close — Range —
Q3 2023
Shares 52,618 Value ($000) $3,007 Avg Close — Range —
Q2 2023
Shares 59,424 Value ($000) $3,486 Avg Close — Range —
Q1 2023
Shares 60,686 Value ($000) $3,639 Avg Close — Range —
Q4 2022
Shares 61,899 Value ($000) $3,620 Avg Close — Range —
Q3 2022
Shares 62,706 Value ($000) $3,656 Avg Close — Range —
Q2 2022
Shares 62,836 Value ($000) $3,843 Avg Close — Range —
Q1 2022
Shares 62,131 Value ($000) $3,909 Avg Close — Range —
Q4 2021
Shares 60,128 Value ($000) $3,997 Avg Close — Range —
Q3 2021
Shares 58,348 Value ($000) $3,941 Avg Close — Range —
Q2 2021
Shares 53,175 Value ($000) $3,606 Avg Close — Range —
Q1 2021
Shares 54,079 Value ($000) $3,636 Avg Close — Range —
Q4 2020
Shares 136,735 Value ($000) $9,492 Avg Close — Range —
Q3 2020
Shares 130,818 Value ($000) $9,220 Avg Close — Range —
Q2 2020
Shares 125,414 Value ($000) $8,850 Avg Close — Range —
Q1 2020
Shares 117,619 Value ($000) $8,298 Avg Close — Range —
Q4 2019
Shares 113,295 Value ($000) $7,466 Avg Close — Range —